Avalon Capital Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Avalon Capital Management’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$226K	Hold	1,926	–	–	0.05%	118
2026 Q1	$210K	Hold	1,926	–	–	0.06%	119
2025 Q4	$230K	Buy	1,926 +6	+0.3%	+$711	0.06%	127
2025 Q3	$230K	Hold	1,920	–	–	0.06%	125
2025 Q2	$209K	Buy	+1,920	New	+$196K	0.06%	123
2025 Q1	–	Sell	-1,920	Closed	-$215K	–	159
2024 Q4	$215K	Buy	+1,920	New	+$205K	0.07%	123
2016 Q1	–	Sell	-60,220	Closed	-$2.35M	–	95
2015 Q4	$2.35M	Buy	60,220 +1,500	+3%	+$59.5K	2.12%	15
2015 Q3	$2.18M	Buy	+58,720	New	+$2.26M	2.01%	19
2014 Q3	–	Sell	-35,768	Closed	-$1.19M	–	107
2014 Q2	$1.19M	Buy	+35,768	New	+$1.16M	0.99%	32

Other funds holding XLY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Avalon Capital Management's XLY Position: Q2 2026 in Review

Avalon Capital Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 1,926 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #118.

Avalon Capital Management first reported a position in XLY in Q2 2014 and has held it in 9 quarters since. The position peaked at $2.35M in Q4 2015. 613 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Avalon Capital Management held 1,926 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $226K as of Q2 2026.
Avalon Capital Management left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of Avalon Capital Management's portfolio in Q2 2026, its #118 holding.
Avalon Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2014 and has held it in 9 quarters since.
Avalon Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.35M in Q4 2015.
613 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.